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Archiving Records

93 bytes added, 5 April

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===Archiving Records===

# 1. In order to archive records , navigate to UTA Level 1 list view with those records.# 2. Use the Search / Filter option to return the list of records that are to be archived.# 3. Once the search is complete , select desired records to archive using the toggle next to each record or use select all if you wish to archive all records visible in the list view.

: [[Image:archive1.png|800px]]

4. Click on the '''Batch Update''' icon.

 

5. Select '''Archiving''', then from the '''Update Archiving''' select '''Archived''' option.

# Click on the '''Batch Update''' icon6.# Select '''Archiving''', then from the '''Update Archiving''' select '''Archived''' option.# To complete the process , press '''UpdateUpdate Applications''' at the bottom of the Batch Update window.

: [[Image:archive2.png|800px]]

# 7. Click '''UpdateUpdate Applications''' in the popup pop-up window to confirm your decision.

: [[Image:archive3.png]]

# 8. Selected records are now archived.

===Unarchiving Records===

1 . In order to unarchive records , navigate to UTA Level 1 list view with those records.<br />2 . Use the '''Advanced Search''' to return the list of records that are to be unarchived.

'''[[Image:archive4.png|800px]]'''

3 . In the list of '''Standard Fields''' , select '''Archived Applications'''.<br />4 . Press '''Search'''.<br />5 . A list with all archived records will be displayed in a list view.<br />6 . Select desired records to unarchive using the toggle next to each record or use select all if you wish to archive all records visible in the list view.

'''[[Image:archive5.png|800px]]'''

7 . Click on the '''Batch Update''' icon.<br />8 . Select '''Archiving''', then from the '''Update Archiving''' select '''Not Archived''' option.<br />9 . To complete the process , press '''UpdateApplications''' at the bottom of the Batch Update window.

'''[[Image:archive2.png|800px]]'''

10 . Click '''UpdateApplications''' in the popup window to confirm your decision.

'''[[Image:archive3.png]]'''

11 . Select L1 records are now unarchived. They will be listed with all other records in a list view.

===Search for Archived Records===

# 1. In order to find archived records , navigate to UTA Level 1 list view with those records.# 2. Archived records can be found only by using '''Advanced Search''' (icon located to the right of the filter dropdown).

'''[[Image:archive6.png|800px]]'''

# 3. In the advanced search criteria dropdown boxes , select '''Application/ Common Fields''' then in the list of fields select '''Standard Fields / Archived Applications'''.# 4. Click the '''Search''' button.# 5. A list of archived records will be returned in the list view.

===Variable Processor===

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Chris Kulczyk

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